Learning

Building a Client Communication Toolkit: Scripts That Inspire Action

Most advisors know what they want to say about tax planning it’s putting it into words that feels natural that’s hard. A simple communication toolkit can turn awkward explanations into […]

Systematizing Client Value: How Micah Shilanski Delivers “Wow” Experiences at Scale

You can’t take six months off and grow 16% a year if your client experience depends on you personally doing everything. Micah Shilanski solved this by systematizing what clients value […]

The Role of Trusts in a Tax‑Smart Financial Plan

Trusts can sound intimidating, but at their core they’re simply tools for owning and managing assets with a set of rules. In a tax‑smart financial plan, they play a big […]

July 21, 2023

RTS #007 – Using the “Back-door” correctly

July 14, 2023

RTS #006 – Psychology and Taxes

July 7, 2023

RTS #005 – “It doesn’t hurt to ask, right?”

June 30, 2023

004 – IRMAA is a consideration, not a roadblock

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We help financial advisors deliver massive value to their clients through tax planning. Get guidance in navigating the 80,000 pages of the IRS tax code to get to the actions you can take to help your clients and prospects.

Building a Client Communication Toolkit: Scripts That Inspire Action

Systematizing Client Value: How Micah Shilanski Delivers “Wow” Experiences at Scale

The Role of Trusts in a Tax‑Smart Financial Plan

Podcast

Stop doing it all yourself: How to delegate smarter with Stephen Delaney

What RIAs Need to Know Before Adding Alternative Investments with Darren Whissen

The cash your clients aren’t telling you about with Ben Cruikshank

Weekly Newsletter

RTS #007 – Using the “Back-door” correctly

RTS #006 – Psychology and Taxes

RTS #005 – “It doesn’t hurt to ask, right?”

004 – IRMAA is a consideration, not a roadblock

Subscribe to our Newsletter